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Security Financial Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Security Financial Services’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.06M Hold
12,608
– – 0.29% 61
2026
Q1 		$1.49M Sell
12,608
-2,959
-19% -$372K 0.24% 75
2025
Q4 		$2.01M Sell
15,567
-284
-2% -$36.8K 0.32% 57
2025
Q3 		$2M Sell
15,851
-1,027
-6% -$121K 0.32% 53
2025
Q2 		$1.9M Sell
16,878
-81
-0.5% -$7.96K 0.33% 53
2025
Q1 		$1.54M Buy
16,959
+1,633
+11% +$165K 0.31% 58
2024
Q4 		$1.56M Sell
15,326
-133
-0.9% -$13.4K 0.32% 55
2024
Q3 		$1.48M Buy
15,459
+558
+4% +$51.6K 0.3% 55
2024
Q2 		$1.41M Sell
14,901
-211
-1% -$18.5K 0.31% 55
2024
Q1 		$1.3M Sell
15,112
-1,628
-10% -$133K 0.29% 57
2023
Q4 		$1.25M Sell
16,740
-390
-2% -$26.7K 0.31% 55
2023
Q3 		$1.09M Sell
17,130
-126
-0.7% -$8.31K 0.31% 58
2023
Q2 		$1.13M Sell
17,256
-864
-5% -$51.4K 0.32% 53
2023
Q1 		$1.02M Sell
18,120
-14,136
-44% -$737K 0.31% 60
2022
Q4 		$1.51M Buy
32,256
+18,366
+132% +$880K 0.47% 50
2022
Q3 		$640K Buy
+13,890
New +$732K 0.22% 80

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Security Financial Services's IGM Position: Q2 2026 in Review

Security Financial Services held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 12,608 shares worth $2.06M. The position accounts for 0.29% of the portfolio, ranked #61.

Security Financial Services first reported a position in IGM in Q3 2022 and has held it in 16 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Security Financial Services held 12,608 shares of iShares Expanded Tech Sector ETF worth $2.06M as of Q2 2026.
  • Security Financial Services left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
  • iShares Expanded Tech Sector ETF made up 0.29% of Security Financial Services's portfolio in Q2 2026, its #61 holding.
  • Security Financial Services first reported a position in iShares Expanded Tech Sector ETF in Q3 2022 and has held it in 16 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.